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Campaigns / Grizzly Research → Ceres Power Holdings plc
Grizzly Research vs. Ceres Power Holdings plc

Ceres Power Holdings plc · CWR

1 deck published between 2025-12-11 and 2025-12-11 — 26 pages, 24 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2025-12-11 initial thesis

    2025 12 Grizzly Research Ceres Power 20251211

    26pp · research_note

    Ceres Power's decade of hyped SOFC partnerships (Bosch, Nissan, Honda, Doosan) has produced only negligible royalties; the market-cap surge from partnership announcements will fade as revenue reality emerges.